News Room
What's happening in the industry and around the Firm.Monthly Stat Bank: December
CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a December 2018 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.
Monthly Stat Bank: November
CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a November 2018 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective. This stat bank...
Cheers for Charity 2018 – Ronald McDonald House Charities of CNY
For the second year, CenterBridge Planning Group was proud to sponsor the annual Cheers for Charity fundraiser at Empire Farm Brewery on September 20th, 2018. This exciting event is sponsored for the benefit of the Ronald McDonald House Charities of Central New York.
October Monthly Stat Bank
CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with an October 2018 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective. This stat bank...
2018 Business First Rankings
CenterBridge Planning Group was recently ranked the #26th Financial Planning Firm in WNY. The rankings are based on assets under management.
Monthly Stat Bank for September 2018
CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective. This stat bank is generated...
Geneva Client Appreciation Dinner 2018
CenterBridge Planning Group held its annual Client Appreciation Golf & Dinner event, hosted by Richard La Voie, at the Geneva Country Club on July 25th, 2018.
Make-A-Wish Foundation’s Walk On The Wild Side 2018
CenterBridge Planning Group had the honor, for the second year, of sponsoring Make-A-Wish’s fifth annual Walk on The Wild Side fundraiser.
Monthly Stat Bank: July
Generated each month from the Journal of Financial Planning, here are some interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.
Red, White & Blue BBQ 2018
On June 16, 2018, CenterBridge Planning Group was proud to be a sponsor, for the second year, of ClearPath for Veterans’ Red, White & Blue BBQ.
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© 2024 CenterBridge Planning Group
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© Copyright 2014 - 2024